iShares US Tech Breakthrough Multisector ETF
TECB
36 hedge funds and large institutions have $349M invested in iShares US Tech Breakthrough Multisector ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
1.19% less ownership
Funds ownership: 92.89% → 91.71% (-1.2%)
10% less funds holding
Funds holding: 40 → 36 (-4)
14% less capital invested
Capital invested by funds: $404M → $349M (-$55.4M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.79M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.69M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.3M |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$156K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$86.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.54M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$1.49M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$898K |
| 5 |
Goldman Sachs
New York
|
-$671K |
TECB Hedge Fund Activity: Q1 2022 in Review
36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Breakthrough Multisector ETF (TECB) for Q1 2022, worth a combined $349M — down 14% from $404M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of TECB and 6 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 10 added.
The largest buyer was Sigma Planning Corp, adding an estimated $1.79M. The largest seller was LPL Financial, cutting an estimated $1.54M.
- 36 institutional investors held iShares US Tech Breakthrough Multisector ETF (TECB) as of Q1 2022, down from 40 in Q4 2021.
- Funds reported $349M of iShares US Tech Breakthrough Multisector ETF stock for Q1 2022, down 14% quarter-over-quarter.
- 6 funds opened new iShares US Tech Breakthrough Multisector ETF positions in Q1 2022 and 9 closed out, a net change of -3 holders.
- The largest iShares US Tech Breakthrough Multisector ETF buyer in Q1 2022 was Sigma Planning Corp, an estimated $1.79M added.
- The largest iShares US Tech Breakthrough Multisector ETF seller in Q1 2022 was LPL Financial, an estimated $1.54M sold.
Based on aggregated 13F filings for Q1 2022.